CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Capital Advantage, Inc.'s Holding History (CIK: 0001628896)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 2,280 Value ($000) $1,306 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 2,268 Value ($000) $1,082 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,264 Value ($000) $879 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 2,371 Value ($000) $860 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 2,371 Value ($000) $860 Avg Close $381.74 Range $351.93 - $412.27

Q1 2021

Shares 1,563 Value ($000) $362 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 1,441 Value ($000) $265 Avg Close $153.98 Range $129.92 - $167.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,280	$1,306	$555.50	$469.79 - $627.50
Q3 2025	2,268	$1,082	$425.39	$381.75 - $483.95
Q2 2025	2,264	$879	$330.84	$264.29 - $386.62
Q1 2025	2,371	$860	$351.95	$315.09 - $404.98
Q4 2024	2,371	$860	$381.74	$351.93 - $412.27
Q1 2021	1,563	$362	$189.09	$163.90 - $217.37
Q4 2020	1,441	$265	$153.98	$129.92 - $167.14